WHO WE SERVE
INDIVIDUALS & FAMILIES
Our clients make us who we are. They cover a diverse spectrum of professions, cultures, demographics, and stages of life. Whether you're a young professional, starting a family, or in the prime of your career, we have a plan for you.
Our commitment to serving isn't based on an asset minimum, but the quality of the person and their financial ambitions. What sets us apart is that we have purposely curated our firm to create space for equal access to our financial knowledge and advice.
PROFESSIONAL ATHLETES
Our mission is to empower and educate our athletes to seize control over their financial future and serve as pillars of success for their families, teammates and communities.
Athletes encounter complex financial pressures and we align with those who want to understand their finances, make sound money decisions and secure themselves a lifetime of financial success.
From draft day to post-playing days, we provide financial guidance at every stage. We invest in our relationships, taking the time to understand our athletes’ motivations, interests, and life goals saving them time and money.
EXONEREES
We have the unique privilege of working with individuals who have overcome the most extraordinary injustices present in our society. We offer a complete financial and life management program for those who have been wrongfully convicted or endured other civil rights mistreatments.
Serving exonerees is an honor and we’ve built a network of professionals who can help heal, rebuild, and maintain a prosperous life for these deserving clients.
